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Technology Stocks : Apple Inc.
AAPL 255.48-1.1%Jan 16 3:59 PM EST
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To: OrionX who wrote (49474)11/26/2005 10:35:45 PM
From: Win-Lose-Draw  Read Replies (1) of 213182
 
This is the no-excuse quarter when we'll finally have a decent read on how Apple's computer sales really are growing. Even as late as last quarter, Apple was benefiting from artificially-easy Y-o-Y comparisons - and that won't be the case in January.

If the halo effect is real, Apple should top 2 million units; if it doesn't, the halo effect theory can be tossed. The really interesting quarter will then be six months out, when we're looking at a full Q of OSx86 availability. If that doesn't show massive increase in cpu sales, the entire Switcher idea can also be tossed.

Should be fun! Haven't yet taken a fresh position, probably won't until closer to EOY.
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